Wealth Advisor, Family Office Services

About the position Bartlett Wealth Management is seeking to hire a Wealth Advisor, Family Office Services who focuses on partnering with ultra-high net worth clients to provide Family Office Services and Investment support. This senior level role is ideal for an experienced advisor who can build a repeatable, scalable family office framework, serve as a trusted relationship manager to complex, multigenerational families, and collaborate closely with Bartlett advisors to deliver fully integrated wealth management solutions. The role will help shape the next phase of Bartlett’s growth by enhancing how the firm serves families across generations, combining investments, governance, education, and coordination, while contributing to business development and long-term firm strategy. Family Office Services Leadership Design and implement a scalable, repeatable Family Office Services structure that can be applied across multiple client relationships. Enhance service models, deliverables, and workflows related to family governance, family education, reporting, and coordination of complex services. Continuously refine FOS offerings to align with Bartlett’s investment philosophy, planning approach, and long term vision. Client Relationship Management Serve as a lead relationship manager or co advisor for ultra-high net worth and multigenerational families. Deliver investment solutions for clients including overall asset allocation guidance, portfolio management, market dialogue, and other investment oriented advice. Facilitate and lead family meetings, including governance, next generation education, philanthropy, and long-term vision discussions. Build strong relationships across generations, recognizing and addressing the differing needs of older and younger family members. Partner with Bartlett Wealth Advisors, planners, and investment professionals to deliver integrated advice. Investment & Advisory Collaboration Maintain a strong working knowledge of investment strategies, including public markets, alternatives, and tax aware portfolio construction. Collaborate with Bartlett’s investment team and committees, contributing insight on how complex families evaluate portfolios, managers, and structures. Translate complex investment concepts into clear, actionable guidance for families. Business Development & External Relationships Support organic growth of Family Office Services through professional networks and centers of influence. Build and maintain relationships with attorneys, CPAs, investment partners, and other family office professionals. Team Collaboration & Execution Operate within Bartlett’s team‑based advisory model, partnering closely with other advisors. Balance strategic leadership with hands‑on execution and personal ownership of client work. Contribute to internal education and mentoring around family office and investment best practices.

Responsibilities

• Design and implement a scalable, repeatable Family Office Services structure that can be applied across multiple client relationships.
• Enhance service models, deliverables, and workflows related to family governance, family education, reporting, and coordination of complex services.
• Continuously refine FOS offerings to align with Bartlett’s investment philosophy, planning approach, and long term vision.
• Serve as a lead relationship manager or co advisor for ultra-high net worth and multigenerational families.
• Deliver investment solutions for clients including overall asset allocation guidance, portfolio management, market dialogue, and other investment oriented advice.
• Facilitate and lead family meetings, including governance, next generation education, philanthropy, and long-term vision discussions.
• Build strong relationships across generations, recognizing and addressing the differing needs of older and younger family members.
• Partner with Bartlett Wealth Advisors, planners, and investment professionals to deliver integrated advice.
• Maintain a strong working knowledge of investment strategies, including public markets, alternatives, and tax aware portfolio construction.
• Collaborate with Bartlett’s investment team and committees, contributing insight on how complex families evaluate portfolios, managers, and structures.
• Translate complex investment concepts into clear, actionable guidance for families.
• Support organic growth of Family Office Services through professional networks and centers of influence.
• Build and maintain relationships with attorneys, CPAs, investment partners, and other family office professionals.
• Operate within Bartlett’s team‑based advisory model, partnering closely with other advisors.
• Balance strategic leadership with hands‑on execution and personal ownership of client work.
• Contribute to internal education and mentoring around family office and investment best practices.

Requirements

• Significant experience working with complex, multigenerational families, family offices, or ultra‑high‑net‑worth clients.
• Demonstrated ability to build or lead family office services, governance frameworks, or integrated advisory platforms.
• Strong background in investments, estate and tax coordination, philanthropy, and family dynamics.
• Experience serving as a primary point of contact while coordinating multiple internal and external advisors.
• Exceptional communication skills and emotional intelligence.
• Advanced credentials - MBA, CFA, CFP, CAP, or equivalent preferred.
• Strategic thinker with strong execution skills.
• Relationship‑driven and collaborative.
• High integrity, discretion, and professionalism.
• Passion for helping families simplify complexity and thrive across generations.

Nice-to-haves

• Experience scaling advisory offerings or launching new service lines preferred.
• Established professional network within the family office or UHNW community preferred.

Benefits

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.

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